Where finance and media intersect with reality


In the Blind Spot (On the significance of connector economies, plus cbank loss bond swaps)


Dear  Subscribers,   This week's newsletter touches only briefly on some important central bank liquidity developments (which I would otherwise be keen to provide a proper evaluation of) due to me being a bit under the weather. This has rendered me a bit useless since at least Thursday. So consider the below mostly a teaser. […]

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